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Click and Sign
Tally

Connect Click and Sign and Tally

Explore ready-made Click and Sign and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Click and Sign with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Click and Sign
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Retrieves any file associated with the signature process, the documents to be signed on the web or attached to any of the emails, and the signature evidence resulting from the process or the documents signed.

  • The Get Signature Status retrieves the status of a specific signature process.

  • Performs an arbitrary authorized API Call

  • Initiates a signature process with the signatories. The maximum number of files at a time is 20. The maximum total size of file attachments allowed cannot exceed 25MB.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between Click and Sign and Tally.

Get a Document
Retrieves any file associated with the signature process, the documents to be signed on the web or attached to any of the emails, and the signature evidence resulting from the process or the documents signed.
Action
Get a Signature Status
The Get Signature Status retrieves the status of a specific signature process.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API Call
Action
Start a Signature
Initiates a signature process with the signatories. The maximum number of files at a time is 20. The maximum total size of file attachments allowed cannot exceed 25MB.
Action
Watch New Responses
Triggers when a new form response is submitted.
Trigger

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.